Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.55K+ 1.02% |
$564K - $659K
|
252K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.54KNew |
$562K - $657K
|
2.54K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.52K+ 5.55% |
$559K - $654K
|
48K
$9.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 3.45% |
$559K - $653K
|
75.7K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 4.02% |
$557K - $651K
|
65K
$13.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5K+ 9.85% |
$553K - $647K
|
27.8K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.48K+ 16.46% |
$550K - $643K
|
17.6K
$3.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.47K+ 11.78% |
$547K - $639K
|
23.4K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.47K+ 2.21% |
$546K - $638K
|
114K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.47K+ 16.18% |
$546K - $638K
|
17.7K
$3.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.45K+ 3.72% |
$544K - $635K
|
68.5K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.44K+ 12.7% |
$542K - $633K
|
21.7K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.44K+ 0.33% |
$541K - $632K
|
747K
$150M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.43K+ 1.94% |
$539K - $629K
|
128K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.43K+ 8.68% |
$538K - $628K
|
30.4K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.42K+ 5.69% |
$537K - $628K
|
45K
$9.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.03% |
$537K - $627K
|
50.6K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 3.88% |
$536K - $627K
|
64.8K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.42KNew |
$536K - $627K
|
2.42K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
2.42K+ 6.15% |
$536K - $626K
|
41.7K
$8.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 2.02% |
$536K - $626K
|
122K
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.78% |
$535K - $625K
|
52.9K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
2.41KNew |
$534K - $624K
|
2.41K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.41KNew |
$533K - $623K
|
2.41K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.4K+ 2.49% |
$533K - $622K
|
99K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.4KNew |
$531K - $620K
|
2.4K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.39K+ 5.52% |
$531K - $620K
|
45.7K
$9.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.39K+ 14.27% |
$531K - $620K
|
19.2K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.39K+ 3.27% |
$530K - $619K
|
75.5K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.38KNew |
$529K - $618K
|
2.38K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.38K+ 0.68% |
$528K - $617K
|
351K
$70.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.36K+ 7.71% |
$524K - $612K
|
33K
$6.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.36K+ 2.71% |
$523K - $611K
|
89.6K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.36K+ 22.25% |
$523K - $611K
|
13K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.36K+ 16.53% |
$523K - $611K
|
16.6K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.35K+ 0.38% |
$521K - $609K
|
627K
$126M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.35K+ 1.96% |
$521K - $608K
|
122K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.35K+ 19.46% |
$520K - $608K
|
14.4K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
2.33KNew |
$517K - $605K
|
2.33K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.33K+ 14.65% |
$517K - $604K
|
18.2K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 51.68% |
$516K - $603K
|
6.84K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.33K+ 8.64% |
$516K - $603K
|
29.3K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
2.32K+ 5.27% |
$515K - $601K
|
46.4K
$9.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.31K+ 39.4% |
$511K - $597K
|
8.16K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.3K+ 6.27% |
$509K - $595K
|
38.9K
$7.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.3K+ 18.78% |
$509K - $595K
|
14.5K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.28K+ 7.92% |
$506K - $591K
|
31.1K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.28K+ 7.44% |
$506K - $591K
|
32.9K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.28K+ 5.88% |
$506K - $591K
|
41.1K
$8.26M
|